Aditya Birla Sun Life Equity Hybrid 95 Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Fund Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹7688 Cr ₹5631 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹1000 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 10 Feb 1995 07 Feb 2011
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 85% 75%
Expense Ratio 1.85 1.86
Manager Dhaval Joshi Gautam Bhupal
ISIN Code INF209K01BT5 INF917K01LB0
Exits Load Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Month 1.28% 5.89%
6 Month 2.05% 5.47%
1 Year 16.7% 23.83%
3 Year 11.79% 14.6%
5 Year 13.84% 15.61%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 10.87% 21.13%
3 Year 15.91% 21.66%
5 Year 15.94% 18.81%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 16.32% 11.74%
3 Year 16.42% 13.3%
5 Year 16.49% 12.19%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 10.22%
Sharp 0.55% 0.89%
Beta 1.01% 1.02%
Alpha 1.21% 2.87%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth
Name Dhaval Joshi Gautam Bhupal
Total AUM ₹361932 Cr ₹25949 Cr
Fund Manage 55 13
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 21.41 26.52
Large Cap 55.4 32.69
Small Cap 14.47 19.75
Mid Cap 8.86 21.04

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 21.41 1.06
Telecom - Services 3.04 -
Realty 1.23 -
Petroleum Products 3.52 -
Electrical Equipment 2.19 -
IT - Software 8.15 -
Construction 3.64 8.56
Diversified FMCG 1.61 -
Non - Ferrous Metals 0.89 -
Banks 16.22 -
Pharmaceuticals & Biotechnology 4.86 -
Industrial Manufacturing 1.47 -
Healthcare Services 1.42 -
Auto Components 2.86 -
Cement & Cement Products 2.1 -
Ferrous Metals 0.29 -
Retailing 1.8 -
Consumer Durables 3.49 -
Chemicals & Petrochemicals 1.7 -
Automobiles 4.06 -
Personal Products 0.88 -
Industrial Products 0.44 -
Finance 3.68 -
IT - Services 0.74 -
Insurance 0.86 -
Transport Infrastructure 1.59 -
Agricultural Food & other Products 0.85 -
Power 1.07 -
Fertilizers & Agrochemicals 0.48 -
Aerospace & Defense 1.36 -
Transport Services 0.5 -
Leisure Services 0.29 -
Beverages 1.22 -
Textiles & Apparels 0.23 -
Sovereign - 11.08
Energy - 5.03
Capital Goods - 23.98
Technology - 6.45
Consumer Staples - 1.72
Financial - 27.74
Healthcare - 2.54
Services - 4.48
Metals & Mining - 0.56
Automobile - 4.23
Communication - 1.12
Consumer Discretionary - 1.29
Materials - 0.16

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